The Big Three Commodities of Electrification and Decarbonization

2021.11.01

https://www.financialsense.com/podcast/20100/big-three-commodities-electrification-and-decarbonization

Rick Mills, author of the aheadoftheherd.com newsletter, discusses the long-term investment case for the three most critical inputs or raw materials in the race to electrify and decarbonize the globe: copper, lithium, and graphite. Unfortunately, Rick says that each of these are under major control by China and what this means for investors looking to gain exposure to these important commodities.